Creative Planning’s Lumentum LITE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $24.1M | Buy |
28,100
+4,319
| +18% | +$3.85M | 0.01% | 430 |
|
|
2026
Q1 | $16.7M | Buy |
23,781
+9,666
| +68% | +$5.31M | 0.01% | 501 |
|
|
2025
Q4 | $5.2M | Buy |
14,115
+2,853
| +25% | +$733K | ﹤0.01% | 984 |
|
|
2025
Q3 | $1.83M | Buy |
11,262
+1,464
| +15% | +$183K | ﹤0.01% | 1619 |
|
|
2025
Q2 | $931K | Buy |
9,798
+7
| +0.1% | +$497 | ﹤0.01% | 1922 |
|
|
2025
Q1 | $610K | Buy |
9,791
+2,024
| +26% | +$156K | ﹤0.01% | 2109 |
|
|
2024
Q4 | $652K | Buy |
7,767
+853
| +12% | +$66.5K | ﹤0.01% | 1981 |
|
|
2024
Q3 | $438K | Buy |
6,914
+1,831
| +36% | +$99.1K | ﹤0.01% | 2220 |
|
|
2024
Q2 | $259K | Buy |
+5,083
| New | +$230K | ﹤0.01% | 2486 |
|
|
2023
Q3 | – | Sell |
-5,981
| Closed | -$339K | – | 2979 |
|
|
2023
Q2 | $339K | Buy |
5,981
+1,528
| +34% | +$76.4K | ﹤0.01% | 1817 |
|
|
2023
Q1 | $241K | Buy |
+4,453
| New | +$248K | ﹤0.01% | 1981 |
|
|
2022
Q4 | – | Sell |
-3,021
| Closed | -$207K | – | 2559 |
|
|
2022
Q3 | $207K | Buy |
3,021
+395
| +15% | +$32.7K | ﹤0.01% | 1893 |
|
|
2022
Q2 | $209K | Buy |
+2,626
| New | +$224K | ﹤0.01% | 1854 |
|
|
2021
Q2 | – | Sell |
-5,051
| Closed | -$461K | – | 2359 |
|
|
2021
Q1 | $461K | Sell |
5,051
-645
| -11% | -$59.7K | ﹤0.01% | 1494 |
|
|
2020
Q4 | $540K | Buy |
5,696
+902
| +19% | +$77.8K | ﹤0.01% | 1269 |
|
|
2020
Q3 | $360K | Sell |
4,794
-1,833
| -28% | -$152K | ﹤0.01% | 1306 |
|
|
2020
Q2 | $540K | Buy |
6,627
+3,388
| +105% | +$258K | ﹤0.01% | 995 |
|
|
2020
Q1 | $239K | Sell |
3,239
-154
| -5% | -$12.1K | ﹤0.01% | 1292 |
|
|
2019
Q4 | $269K | Sell |
3,393
-640
| -16% | -$41.9K | ﹤0.01% | 1464 |
|
|
2019
Q3 | $216K | Sell |
4,033
-784
| -16% | -$44.2K | ﹤0.01% | 1562 |
|
|
2019
Q2 | $257K | Buy |
4,817
+1,162
| +32% | +$61.9K | ﹤0.01% | 1464 |
|
|
2019
Q1 | $207K | Buy |
+3,655
| New | +$175K | ﹤0.01% | 1564 |
|
|
2018
Q2 | – | Sell |
-3,269
| Closed | -$209K | – | 2125 |
|
|
2018
Q1 | $209K | Buy |
+3,269
| New | +$188K | ﹤0.01% | 1582 |
|
|
2017
Q4 | – | Sell |
-7,588
| Closed | -$412K | – | 1959 |
|
|
2017
Q3 | $412K | Buy |
7,588
+4,549
| +150% | +$264K | ﹤0.01% | 1142 |
|
|
2017
Q2 | $173K | Buy |
3,039
+1,068
| +54% | +$57.3K | ﹤0.01% | 1609 |
|
|
2017
Q1 | $105K | Buy |
1,971
+258
| +15% | +$11.4K | ﹤0.01% | 1924 |
|
|
2016
Q4 | $66K | Sell |
1,713
-9
| -0.5% | -$358 | ﹤0.01% | 2163 |
|
|
2016
Q3 | $72K | Buy |
1,722
+430
| +33% | +$14.1K | ﹤0.01% | 2082 |
|
|
2016
Q2 | $31K | Buy |
1,292
+548
| +74% | +$13.6K | ﹤0.01% | 2469 |
|
|
2016
Q1 | $20K | Sell |
744
-279
| -27% | -$6.45K | ﹤0.01% | 2753 |
|
|
2015
Q4 | $23K | Sell |
1,023
-2,711
| -73% | -$48.3K | ﹤0.01% | 2743 |
|
|
2015
Q3 | $63K | Buy |
+3,734
| New | +$70.8K | ﹤0.01% | 1879 |
|
Other funds holding LITE
JT
Creative Planning's LITE Position: Q2 2026 in Review
Creative Planning increased its Lumentum (LITE) stake by 18% in Q2 2026, buying an estimated $3.85M and bringing the position to 28,100 shares worth $24.1M. The position accounts for 0.01% of the portfolio, ranked #430.
Creative Planning first reported a position in LITE in Q3 2015 and has held it in 32 quarters since. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.
- Creative Planning held 28,100 shares of Lumentum worth $24.1M as of Q2 2026.
- Creative Planning bought 4,319 Lumentum shares in Q2 2026, an estimated $3.85M.
- Lumentum made up 0.01% of Creative Planning's portfolio in Q2 2026, its #430 holding.
- Creative Planning first reported a position in Lumentum in Q3 2015 and has held it in 32 quarters since.
- 1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.